Ideagen Quality Management Professional
Advanced Users | Ideagen Quality Management Professional
Aimed at advanced users and managers using Ideagen Quality Management Professional. This curriculum contains courses covering advanced actions in the Quality Management Professional modules.
Curriculum content
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In this course, you will learn how to create asset records in Ideagen Quality Management. 15 - 20 mins Learning objectives: ü Create a new asset record ü Create a new asset record based on an existing one
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In this course, you will learn how to create draft and active documents. You will also learn how to copy information from an existing document when creating a new one . 20 - 25 mins Learning objectives: ü Identify when to create a draft or active document ü Create new draft and active documents ü Create a new document record based on an existing one ü Attach multiple files to a document record
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In this course, you will learn how to activate draft and draft approved documents, and distribute them to copyholders. 10 - 15 mins Learning objectives: ü Activate draft or draft approved documents ü Add copyholders to a document record individually or using a template ü Add users to be notified of a document ü Distribute documents
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In this course, you will learn how to review change requests and create a new revision of a document. 10 - 15 mins Learning objectives: ü Accept and reject change requests ü Create a new revision of a document
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In this course, you will learn how to perform document reviews assigned to you in Ideagen Quality Management. 10 - 15 mins Learning objectives: ü Access documents you are required to perform reviews on ü Perform a document review action ü Add your electronic signature
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In this course, you will learn how to schedule and complete a document review in Ideagen Quality Management. 15 - 20 mins Learning objectives: ü Schedule a new document review ü Invite other users to review a document ü Remove users from a scheduled review ü Complete a document review
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In this course, you will learn how to approve, reject and close occurrences in Ideagen Quality Management. 20 - 25 mins Learning objectives: ü Approve, reject and close occurrences ü Update an incident record ü Add your electronic signature
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In this course, you will learn how to assign approvers and a workflow to a draft document, then submit it for approval. 20 - 25 mins Learning objectives: ü Add and remove approvers to a draft document ü Adjust a document workflow ü Submit a document for approval ü Understand the process to follow if someone rejects a document for approval ü Check in / out a document attachment
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In this course, you will learn how to update an asset as unavailable and archive asset records. 10 - 15 mins Learning objectives: ü Mark an asset as unavailable ü Archive an asset
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In this course, you will learn how to assign activity types to asset records and schedule asset activities. 15 - 20 mins Learning objectives: ü Assign an activity type to an asset ü Schedule an activity for an asset ü Remove an activity type from an asset
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In this course, you will learn how to schedule an audit. You will also learn how to confirm the audit schedule, and set audits to recur at regular intervals. 25 - 30 mins Learning objectives: ü Schedule a new audit ü Set up a series of recurring audits ü Confirm a scheduled audit ü Reschedule a confirmed audit ü Set an audit’s schedule to repeat
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In this course, you will learn how to assign audit team members to an audit in Ideagen Quality Management. 15 - 20 mins Learning objectives: ü Understand the key roles in the audit team ü Assign auditors and auditees to an audit ü Allocate the role of Lead Auditor ü Add a note against an audit team member ü Remove auditors and auditees from an audit
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In this course, you will learn how to assign scope items to an audit in Ideagen Quality Management. 10 - 15 mins Learning objectives: ü Add and remove audit scope items ü Change the primary scope of the audit ü Assign and view documents as scope items
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In this course, you will learn how to raise findings in an audit, including non-conformances and observations. 20 - 25 mins Learning objectives: ü Raise a CA/PA finding using a wizard ü Raise an incident finding, including performing a risk assessment ü Add an observation against an audit or one of its checklist questions
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In this course, you will learn how to add checklists and questions to an audit in Ideagen Quality Management. 20 - 25 mins Learning objectives: ü Create a new checklist ü Add new questions to a checklist ü Remove a checklist from an audit ü Set predefined responses and automatic raising of non-conformances
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In this course, you will learn how to set up and configure CA/PA templates. 20 - 25 mins Learning objectives: ü Create a new CA/PA template ü Assign stages, actions and a workflow to a CA/PA template ü Associate CA/PA sources with a CA/PA template ü Set a default CA/PA template
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In this course, you will learn how to build a CA/PA dashboard to help analyze CA/PA data in Ideagen Quality Management. 10 - 13 mins Learning objectives: ü Create a new dashboard ü Add a chart and a combo box ü Bind data to the dashboard ü Configure dashboard options and colours
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In this course, you will learn how to create a typical audit dashboard, and add a bar chart, pie chart and gauge to it. 5 - 8 mins Learning objectives: ü Create a bar chart to show audit status data ü Add and configure gauges and pie charts in a dashboard ü Change the style and data shown within a chart
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In this course, you will learn how to create a treemap in a dashboard to display outstanding document acknowledgements in Ideagen Quality Management. 7 - 10 mins Learning objectives: ü Create a treemap in a dashboard ü Add dimensions and arguments ü Assign hidden dimensions and multiple filters
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In this course, you will learn how to set up and configure mandatory field sets for your CA/PA records in Ideagen Quality Management Professional. 4 - 7 mins Learning objectives: ü Create a mandatory field set ü Select which fields must be completed ü Assign a CA/PA source to the mandatory field set
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The Customers module lets you keep records about your customers and all their contact details. In this course, you will learn how to create customer records and add contacts. 3 - 6 mins Learning objectives: ü Create a customer record ü Add a contact to a customer record
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The Suppliers module lets you keep records about your suppliers, what they do, when they were approved and who is responsible for managing them internally. In this course, you will learn how to create a new supplier record. 4 - 7 mins Learning objectives: ü Create a new supplier record ü Add a contact to a supplier record
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In this course, we will go through the steps to schedule a training course and add attendees to it. Once the course is marked as completed, it will appear in every attendee's event history. 5 - 8 mins Learning objectives: ü Schedule a training course ü Add attendees to a training course ü Identify the options available when creating a training course
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In this course, you will learn how to add a completed learning event directly into a training plan, and update a competency as completed. 4 - 7 mins Learning objectives: ü Add a completed learning event to a training plan ü Identify how adding completed events can update competency requirements ü Mark a competency as completed
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The first step in the process for managing people and their training involves adding them into the system. In this course, you will learn how to create people records in Ideagen Quality Management Professional. 3 - 6 mins Learning objectives: ü Create a new person record ü Identify the different fields and sections found in a person record
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In this course, you will learn how to create Reference Groups and identify the benefits of using them in Ideagen Quality Management Professional. 3 - 6 mins Learning objectives: ü Create a Reference Group ü Add members to a Reference Group ü Identify the benefits of using Reference Groups
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In this course, you will learn how to create a reporting structure to allow managers to view their employees' Person records, ensuring they can manage their employees and training plans. 2 - 5 mins Learning objectives: ü Assign a direct report to a user ü Identify how reporting structures impact data access
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To help you save time and provide a consistent approach to training, Ideagen Quality Management Professional uses a series of templates called Master Events, Master Competencies and Master Job Roles. In this course, you will learn how to set these up. 7 - 10 mins Learning objectives: ü Create a Master Event ü Create a Master Competency and assign a Master Event as a requirement ü Create a Master Job Role and assign a Master Competency to it
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In this course, you will learn how to create and assign job roles in Ideagen Quality Management Professional. 4 - 7 mins Learning objectives: ü Create a Master Job Role ü Assign competencies to a job role ü Assign a job role to a user
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In this course, you will learn how to schedule and perform reviews in the Ideagen Quality Management People module. 3 - 6 mins Learning objectives: ü View existing review information ü Schedule a review ü Perform a review
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In this course, you will learn how to complete scheduled training, and how to update a competency requirement and status manually in Ideagen Quality Management Professional. 4 - 7 mins Learning objectives: ü Complete a scheduled training course ü Record a competency requirement as complete ü Update a competency status
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Whenever a new active document or revision is created, a copyholder template lets the user quickly assign copyholders. In this course, you will learn how to create and use copyholder templates in Ideagen Quality Management Professional. 3 - 6 mins Learning objectives: ü Create a copyholder template ü Add users to a copyholder template ü Use a copyholder template to distribute a document
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Whenever you create a new document or revision which requires approval, having an approval template set up will automatically add the approvers for you. In this course, you will learn how to create and use approval templates in Ideagen Quality Management Professional . 5 - 8 mins Learning objectives: ü Create an approval template ü Assign users and document types to an approval template ü Apply a workflow to an approval template ü Use a template to add approvers to a document
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In this course, you will learn how to create a CA/PA wizard in Ideagen Quality Management Professional to help guide your users through the process of raising CA/PA records . 6 - 9 mins Learning objectives: ü Create a CA/PA wizard ü Add custom pages and fields to a wizard ü Set fields as mandatory, add default values and set hidden fields ü Select which modules the wizard is made available in
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In this course, you will learn how to set up the Ideagen Academy integration with Ideagen Quality Management Professional. 4 - 7 mins Learning objectives: ü Identify the Ideagen Academy integration requirements ü Set up a unique Ideagen Academy URL ü Integrate Ideagen Academy with your IQM database
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Once you have set up the integration between Ideagen Academy and Ideagen Quality Management Professional, you can link the user records across the two platforms to ensure efficient data synchronisation and streamline your training management processes. 4 - 7 mins Learning objectives: ü Link Academy users with IQM users ü Add a new Academy user from IQM
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Once you have set up the integration between Ideagen Academy and Ideagen Quality Management Professional, you can import Academy training courses, assign them as competency requirements, and view completions from within the People module. 6 - 9 mins Learning objectives: ü Import Academy courses into the Master Event list ü Assign Academy courses as competency requirements ü View completed Academy courses in a person record